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acuschieri-ca-mt
Level 1
posted
‎September 02, 2024 09:33 AM
last updated ‎September 02, 2024 9:33 AM

Is there any way to change the email body when invoices are sent to customers? I'd like to remove the massive Amount Due in the middle of the screen if possible.

The email body currently has a large amount due which is the first thing you'll see. I want a simple message there and then the invoice attached (which is fine). Having the large box with date and amount due is too much and I wouldn't like receiving such an email personally.
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1 Comment 1
RheaMaeH
QuickBooks Team
QuickBooks Team
‎September 02, 2024 11:50 AM

Is there any way to change the email body when invoices are sent to customers? I'd like to remove the massive Amount Due in the middle of the screen if possible.

It's great to see you here in the Community, acuschieri.

 

Yes, you can modify the email body when invoices are sent to your customers in QuickBooks Online (QBO). To do this, follow the steps below:

 

  1. Go to the Gear icon and choose Account and settings.
  2. Select Sales.
  3. In the Online delivery section, click the pencil icon.
  4. Choose Plain text in the Additional email options for invoices.
  5. Click Save and then Done.

 

I've attached a screenshot for your reference:

 

1.png

2.png3.png

 

In addition, you can visit this article on how to modify or set up messages for your customers and how to print a message on the statement: How to change customer messages in QuickBooks Online.

 

Moreover, I'm adding this article to learn more about personalizing sales forms: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Keep in touch if you have additional questions or concerns about editing the email body of your invoices or any QOB process. I'm always right here to help. Have a great day.

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